Sumbios O
User Guide

Welcoming words from the Founder & CEO

Site-Navigation

Your Network

Network Intelligence

Memory

activate your network

move data

Site-Navigation

Your Network

Network Intelligence

Memory

activate your network

move data

Meet - O

understand how every part of O connects

1

Onboarding

Activate the browser extension and onboard into O.

Meet - O

understand how every part of O connects

1

Onboarding

Activate the browser extension and onboard into O.

People & Companies

Every contact and company As a fully enriched profile

1

People

Fully enriched people profiles and types of information.

People & Companies

Every contact and company As a fully enriched profile

1

People

Fully enriched people profiles and types of information.

Your Network

your professional world as a map and analytics

1

Network Views

Network views and insights from professional connections.

Your Network

your professional world as a map and analytics

1

Network Views

Network views and insights from professional connections.

Network Intelligence

monitor and surface signals and opportunities

1

Dashboard

Identify people to re-connect with and get relevant news.

Network Intelligence

monitor and surface signals and opportunities

1

Dashboard

Identify people to re-connect with and get relevant news.

Memory

answer questions across your Relationshop history

1

Notes & Documents

Build relational memory that O can search and connect.

Memory

answer questions across your Relationshop history

1

Notes & Documents

Build relational memory that O can search and connect.

Activate your Network

relationship intelligence As a repeatable workflow

1

Circles

Group people and monitor their news and signals.

Activate your Network

relationship intelligence As a repeatable workflow

1

Circles

Group people and monitor their news and signals.

Move Data

O intelligence inside every tool and workflow

1

Export

Export lists or agent conversation to CSV, Markdown, or PDF.

Move Data

O intelligence inside every tool and workflow

1

Export

Export lists or agent conversations to CSV, Markdown, or PDF.

FAQs

FAQs

Where does O get the data to enrich profiles?

What do I need to connect to get started?

What happens to the notes I create in O — can the agent read them?

What is the difference between a Circle and a Mission?

How does O know when someone in my network changes jobs?

Can I take my data out of O?

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